Emil Michael, the Silicon Valley exec turned Trump official leading the war against Anthropic, has deep ties to the tech world

· · 来源:forum资讯

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而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进,都离不开先进制程的支撑;无论谁最终赢得AI应用战争,都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河,甚至比英伟达的CUDA生态更难被颠覆。,这一点在Safew下载中也有详细论述

Harriet BradshawScience reporter

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The battle between the DOW and Anthropic raises two important questions: How will the Trump administration and AI giants work together going forward? And who is Michael, the man who is making decisions on behalf of the biggest AI customer on the planet?